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Hire the Right Salesforce Consultant

A Salesforce consultant is a specialist in Salesforce’s suite of technology and products. The Salesforce consultant is responsible for meeting the client, understanding their business requirements and objectives they want to meet, suggesting Salesforce solutions they have to offer, and configuring and testing the software setup while documenting the entire process.

Salesforce consulting services manage pre-sales and implementation, and once Salesforce is set up, they can also help run the software for your organization to help you meet your business objectives.

Services Provided by Salesforce Consultants

Salesforce administrators help lead deployment while working closely with the company management, subject matter experts, and in-house services. Top Salesforce consultants help in identifying, developing, and deploying new software processes that can cover areas such as marketing, fundraising, business outreach, and other functions based on your business processes.

The services of the Salesforce consulting firm include the following:

1. Consulting & Coaching

The Salesforce consulting expert can provide consulting and coaching on best practices in Salesforce administration with:

  • Setting up users/profiles

  • Custom software objects, workflows, and permissions

  • Dashboards, reports, and views

  • system maintenance, including data loading

  • Website-to-Salesforce integration

2. Importing Contacts & Leads

When you hire salesforce consultants, they also import contacts and leads on a regular basis. Certified experts can create standard operating procedures to be followed by market research, strategy, and data analysis teams within the business.

3. Installing Priority Updates

The top Salesforce consulting freelancer ensures that priority Salesforce updates are installed regularly, without any delays. The Salesforce consulting services will test updates in controlled environments to determine the impact on technology configurations.

4. Using De-Duplication Tools

Salesforce developers can also use de-duplication tools to remove duplicate data from the customer database on a regular basis.

5. Regular Database Maintenance Reports

Salesforce consulting services can run multiple tests to monitor the business database’s condition. Examples of tests and reports include field utilization reports, APEX tests, profile roles reports, and other digital reports based on your strategy requirements.

6. Handling User Issues

The Salesforce consulting company will also be responsible for handling all customer issues. They can assist users on the latest updates and provide on-boarding services for new users.

7. Creating and Maintaining Archive

Salesforce consulting experts can create and maintain the business archive for a specific period of time. Consulting services will document all changes and error reports related to field history tables.

8. Managing CRM Platform

Salesforce consulting services are also responsible for managing your customer relationship management (CRM) platform’s configuration, improvement, maintenance, support, and testing. The professional can also assist with data migration from other systems and digital strategy.

Other responsibilities of Salesforce consulting experts can include regular internal system audits, coordinating scope, and evaluation of new development requests, and acting as the liaison between the users, development teams, and technology vendors.

Hiring the Perfect Salesforce Expert

The right Salesforce consulting freelancers should have years of experience as Salesforce administrators. They should be Admin certified. You should consider hiring a freelancer who has experience in designing and implementing new processes and assisting with user adoption.

Hire Salesforce consultants with strong understanding of the software platform, its functionality, best practices, and services offered. The Salesforce consulting services should have proven experience in effectively completing projects and have excellent data management skills. Salesforce consulting services should have excellent project management skills and the ability to work in an agile environment.

The technology expert should have the ability to evaluate information from different sources, address conflicts, and break up information into details. Salesforce consulting experts should be able to evaluate the effects of new requirements on the platform and all the technology processes and applications.

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